Using House List Options
Topic in this part:
- Working with Merge/Purge Sold-to Names (MMCS) describes how to generate a listing of duplicate records and merge customer sold-to records.
- Merging and Purging Customer Bill To Names (MMCB) describes how to merge customer bill-to records.
Merging and Purging Customer Bill To Names (MMCB)
Purpose: Merging and purging customer bill-to names allows you to merge the bill-to information from a source bill-to customer record with a target bill-to record. More than one source bill-to can point to a single target bill-to number. You determine which customer bill-to is the target and which is the source bill-to record. The target record remains on the system, and the source bill-to is automatically deleted when you perform the merge/purge option.
For example, you might need to consolidate branch office bill-to records that were kept separately on the system and consolidate the information with the corporate bill-to account. This option lets you merge one source and target bill-to record at a time; although, you can merge several source bill-tos with a target bill-to by performing the merge/purge option for each source/target bill-to combination.
In this topic:
Merging and Purging
Merge/Purge Customer Bill To Screen
How to display this screen: Enter MMCB in the Fast Path field at the top of any menu or select the Merge/Purge Customer Bill To option from a menu.
| Field | Description |
|---|---|
|
Source bill-to cust |
The bill-to Acct # that you want to change to a source customer. Numeric, 9 positions; required. |
|
Target bill-to cust |
The number for the bill-to customer that you wish to designate as the target customer. When you perform the merge/purge option, the information from the source customer you designated in the previous field will be consolidated with the target bill-to customer, and the source bill-to will be deleted from the system. Numeric, 9 positions; required. |
Instructions:
- Complete the Source bill-to customer and Target bill to customer fields.
- If you wish to merge the source bill-to with the target bill-to customer record, select Perform Merge/Purge to have the system submit the MERGBILLTO job for processing.
Once this job has completed processing, the source bill-to record is purged from the system, and the information from the source bill-to is consolidated with the information for the target bill-to.
Merge/Purge Logic
When you process a bill-to merge/purge, the system attempts to keep the best, most recent and most complete information for the target and source customer consolidated into one bill-to customer record.
| Affected Table | Comments |
|---|---|
|
Customer Bill To Customer Bill To Extended |
|
|
Customer Bill To Note |
Adds the source notes to the target. |
|
Customer Bill To Phone # |
Uses most recent phone numbers based on change date. |
|
Cust Bill To Mail Hist |
Adds the source history to the target history. |
|
Cust Bill To User Field |
If any user field is blank for the target customer but not the source customer, uses the source information. |
How Are the Bill-To Tables Updated?
| Field | How Updated? |
|---|---|
|
Address information: |
NA |
|
Prefix First name Middle initial Last Name Suffix Company name Street Address Apartment Address line 2 Address line 3 Address line 4 City State Zip Delivery code PO Box? |
Uses the target information. |
|
Additional information: |
NA |
|
Match code Opt in/opt out Match code Fax flag EDI flag Additional documents flag Language code Currency code |
Uses the target information. |
|
Email address |
If the source has information in the field and the target does not, uses the source information. |